+1,982.4%
AXTI vs INVH
-2.4%
+1,984.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -0.2% | +9.9% | +9.4% |
| 7D | +5.1% | -2.9% | +8.0% | +0.6% |
| 30D | -10.2% | -6.9% | -3.2% | -18.9% |
| 3M | -41.8% | -2.7% | -39.1% | -42.1% |
| 6M | +57.5% | +8.2% | +49.3% | +73.5% |
| YTD | +277.0% | +4.5% | +272.5% | +315.0% |
| 1Y | +1,982.4% | -2.3% | +1,984.7% | +1,920.4% |
| All | +1,982.4% | -2.4% | +1,984.8% | +1,920.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded INVH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling